U.S. federal trademark · Serial No. 77866314 · Reg. No. 3824251
Financial consultation and financial management services, namely, providing comprehensive family wealth planning, money management, multi-generational financial planning, and philanthropy planning
Personal management services for wealthy families, and tax planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.